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Newell Brands

416 hedge funds and large institutions have $3.17B invested in Newell Brands in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 143 increasing their positions, 165 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.85% more ownership

Funds ownership: 94.49%95.33% (+0.85%)

7% less capital invested

Capital invested by funds: $3.4B → $3.17B (-$225M)

9% less funds holding

Funds holding: 456416 (-40)

11% less call options, than puts

Call options by funds: $23.6M | Put options by funds: $26.6M

13% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 165

53% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 62

Holders
416
Holders Change
-40
Holders Change %
-8.77%
% of All Funds
5.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
143
Reduced
165
Closed
62
Calls
$23.6M
Puts
$26.6M
Net Calls
-$3M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$573M +$26.1M +3,283,381 +5%
Pzena Investment Management
2
Pzena Investment Management
New York
$432M -$2.43M -305,676 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$358M -$2.64M -332,180 -0.7%
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$290M +$224M +28,120,325 +350%
State Street
5
State Street
Massachusetts
$144M +$4.98M +625,061 +4%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$112M +$2.08M +260,788 +2%
Primecap Management
7
Primecap Management
California
$95.9M +$27.3M +3,427,200 +40%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$81M -$9.79M -1,229,462 -11%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$73.5M +$4.19M +526,462 +6%
CCPM
10
Cooper Creek Partners Management
New York
$71.7M +$28.4M +3,573,033 +67%
Morgan Stanley
11
Morgan Stanley
New York
$50.5M -$86.5M -10,868,955 -63%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$49.8M -$3.34M -419,008 -6%
JP Morgan Chase
13
JP Morgan Chase
New York
$49.1M -$81.6M -10,247,677 -63%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$43.1M +$20.9M +2,622,836 +96%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$39.7M -$716K -89,907 -2%
Norges Bank
16
Norges Bank
Norway
$38.4M +$7.99M +1,003,097 +27%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$36.9M -$18.5M -2,318,976 -34%
Charles Schwab
18
Charles Schwab
California
$35.9M +$2.09M +262,368 +6%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$35.4M +$16.2M +2,037,314 +86%
Invesco
20
Invesco
Georgia
$27.4M +$11.2M +1,405,897 +70%
Squarepoint
21
Squarepoint
New York
$24.1M -$2.63M -330,225 -10%
SC
22
Sasco Capital
Connecticut
$21M +$101K +12,640 +0.5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$20.9M -$1.98M -249,335 -9%
Bank of America
24
Bank of America
North Carolina
$20.1M +$7.95M +998,416 +67%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$18.5M -$2.54M -319,297 -12%

NWL Hedge Fund Activity: Q1 2024 in Review

416 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Newell Brands (NWL) for Q1 2024, worth a combined $3.17B — down 6.6% from $3.4B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of NWL and 29 opened new positions — a net loss of 33 holders — while 165 trimmed existing stakes and 143 added.

The largest buyer was Pacer Advisors, adding an estimated $224M. The largest seller was Morgan Stanley, cutting an estimated $86.5M.

  • 416 institutional investors held Newell Brands (NWL) as of Q1 2024, down from 456 in Q4 2023.
  • Funds reported $3.17B of Newell Brands stock for Q1 2024, down 6.6% quarter-over-quarter.
  • 29 funds opened new Newell Brands positions in Q1 2024 and 62 closed out, a net change of -33 holders.
  • The largest Newell Brands buyer in Q1 2024 was Pacer Advisors, an estimated $224M added.
  • The largest Newell Brands seller in Q1 2024 was Morgan Stanley, an estimated $86.5M sold.

Based on aggregated 13F filings for Q1 2024.